# Settings

> Under Account settings you set how your emails look and where they're sent from, what Echo asks when people subscribe and unsubscribe, and which notifications your team gets.

Under **Account settings** you set how your emails look and where they're sent from, what Echo asks when people subscribe and unsubscribe, and which notifications your team gets.

## The settings menu

Click **Account settings** in the left menu. The left menu is replaced by the settings menu, with a **Back to Dashboard** link at the top.

![The Default settings page with the settings menu](https://docs.uptools.io/_astro/08-settings-defaults.BMU_-KaY_ZPdcLM.webp)

| Menu item | What you set there |
|---|---|
| **Account settings** | Four tabs: **Company profile**, **Default settings**, **Domains** and **Link tracking**. The **Company profile** tab is covered in the [Getting started](https://docs.uptools.io/echo/user-guide/getting-started/) chapter. |
| **Brand styles** | Your logo, colours, font, social links and the footer new emails start with. |
| **Users** | Team members, roles and invitations, covered in the [Getting started](https://docs.uptools.io/echo/user-guide/getting-started/) chapter. |
| **Domains** | Your sending domains and the tracking domain. It's the same page as the **Domains** tab under **Account settings**. |
| **Subscribe settings** | Double opt-in and the confirmation email. |
| **Unsubscribe settings** | The unsubscribe page, the reasons offered and the unsubscribe statistics. |
| **Preference center** | The page where subscribers choose their groups themselves. |
| **Email notifications** | Which emails your team gets about the workspace, and who gets them. |

> **Good to know**
>
> - You can change settings with a role that has Manage on Settings (Administrator, Manager). With View all you can open the pages, but the fields can't be edited and there's no save button.
> - On every page you save with **Save changes** at the bottom. Nothing changes until you click it.

## How to set the default sender and tracking

New campaigns start with these settings. You can change any of them in a single campaign later.

1. Click **Account settings**, then the **Default settings** tab.
2. In the **Default sender** part, fill in **Sender name** and **Sender email**. The address must be on a verified sending domain.
3. To receive replies at another address, fill in **Custom reply-to email**. Left empty, replies go to the sender email.
4. If you tick **Add recipient's name to the "To" field**, the recipient field of the email shows the subscriber's name, not only their address.
5. In the **Tracking options** part, decide whether Echo tracks opens in campaigns and in automations.
6. In the **Google Analytics** part, turn it on if you want UTM tags on the links in your emails. You set the tags themselves on the **Link tracking** tab.
7. In the **Default language** list, choose the workspace's default language: **English** or **Hungarian**.
8. Click **Save changes**.

![The Tracking options part](https://docs.uptools.io/_astro/08-settings-defaults-tracking.BCrByxh7_Z1jN4e2.webp)

> **Good to know**
>
> - If the sender address isn't on a verified domain, the page warns you and lists your verified domains. You can still save the sender, but campaigns can only be sent from a verified domain.

## How to set your company details and footer texts

The footer of your emails shows your company details and the unsubscribe link, as anti-spam laws require. You set them at the bottom of the **Default settings** tab, in the **Company details and unsubscribe disclaimer** part.

1. Fill in **Company name**, **Address**, **City**, **ZIP code** and **Country**. The same details show on the **Company profile** tab.
2. Keep **Add the footer automatically when an email has no unsubscribe link** ticked. This way no email goes out without a way to unsubscribe.
3. For your own wording, fill in **Unsubscribe disclaimer**, **Unsubscribe link text** and **Preference center link text**.
4. If you send in both English and Hungarian, set separate texts per language in the **English texts** and **Hungarian texts** boxes.
5. Click **Save changes**.

![The Company details and unsubscribe disclaimer part](https://docs.uptools.io/_astro/08-settings-defaults-footer.BDxyBLB6_2cb1p6.webp)

Each email uses the texts of its own language. An empty field falls back to the general text above, and if that's empty too, to Echo's built-in text.

**Force update**

New settings apply to new emails only. To update your existing drafts or templates as well, tick **Update existing drafts** or **Update templates** before saving. After the save, those emails get the new settings and your brand style, and you see **Existing drafts and templates will be updated in a moment.**

> **Good to know**
>
> - Sent campaigns aren't affected.
> - Without a tick, existing drafts and templates don't change.

## How to set up your brand styles

With brand styles, new emails start with your logo, colours, font, social links and footer. The **Preview** on the right shows how they'll look, with your saved company details in the footer.

1. Click **Brand styles** in the settings menu.
2. In the **Logo** part, click **Choose logo** and pick an image from your files. **Remove logo** takes it off.
3. In the **Colours** part, set the **Primary**, **Secondary**, **Heading**, **Text**, **Border** and **Background** colours. Click a swatch for the colour picker, or type the code as #RRGGBB, for example #465FFF.
4. Choose a font in the **Font** list. It only offers fonts that every email client can show.
5. In the **Social links** part, add a link with **Add social link**, choose the network in the **Network** list and enter the full address in **Link**.
6. In the **Footer** part, choose the footer layout.
7. Click **Save changes**.

![The Brand styles page with the logo, colours and preview](https://docs.uptools.io/_astro/08-settings-brand.BzLq-PNW_17MgsW.webp)

**Button colours**

The **Primary** colour is the background of the buttons in your emails and the colour of the links. Echo picks the button text colour by itself: black or white, whichever is easier to read on the primary colour. On a light yellow button the text is black, on a dark blue one it's white. If you give a button its own text colour in the editor, that one is used.

**Footer layouts**

![The Footer part with the four layouts](https://docs.uptools.io/_astro/08-settings-brand-footer.C6AKSXeX_ZmBfFB.webp)

| Layout | What it looks like |
|---|---|
| **Centered** | Everything centered under your social icons. |
| **Basic** | Left-aligned text. |
| **Aligned** | Company details on the left, links on the right. |
| **With navigation** | A row of your own links above the details. |

> **Good to know**
>
> - The footer always shows your company details, the unsubscribe link and the preference center link.
> - Brand styles apply to new emails. For existing drafts and templates, use **Force update** on the **Default settings** tab.
> - A social link must be a full address starting with https:// or http://, and for the **Email** network one starting with mailto:, for example mailto:hello@example.com.

## How to add and verify a sending domain

Campaigns can only be sent from a verified domain. Verification shows mailbox providers that your emails really come from you, so they land in the inbox and not in spam. The domain is the part of the sender address after the @: in hirlevel@news.kertlak.example.com it's news.kertlak.example.com.

1. Click **Domains** in the settings menu.
2. Click **Add domain**.
3. Enter the domain in the **Domain** field and click **Add domain**.

   ![The Add sending domain dialog](https://docs.uptools.io/_astro/08-settings-domain-add.CZlyw3-Y_ZISNmj.webp)

4. The **DNS records for …** window opens. Add the records shown there at your DNS provider, where you manage your domain. Every name and value has a copy button next to it, so you don't have to type them.
5. Once you've added the records, click **Check now**.

![The DNS records window with five records](https://docs.uptools.io/_astro/08-settings-dns-records.DqR1kbPk_ZSzXhf.webp)

| Record | What it's for |
|---|---|
| **TXT** (the first row, name starting with `_uptools-echo-challenge`) | Proves that you own the domain. Its value starts with `uptools-echo-verification=`. |
| **CNAME** (three rows) | DKIM authentication: Echo signs your emails on behalf of your domain with these. |
| **TXT** (name starting with `_dmarc`) | The DMARC record. It isn't required, but recommended: receiving mail servers use it to check that mail from your domain is genuine. |

The **Status** column shows for each record whether Echo has found it (**Found**) or not yet (**Not found yet**). Until the DMARC record exists, it shows **Recommended**.

> **Good to know**
>
> - Echo also checks the records by itself. DNS changes can take up to 72 hours to spread, so if they aren't found at first, wait and try again later.
> - You can look at the records again later: in the domain's row, open the three-dot menu and click **DNS records**.
> - A domain can be verified by one account only. If another account has already verified it, the domain shows **This domain is verified by another account.**

## Sending domain statuses

![The Sending domains table with a verified domain](https://docs.uptools.io/_astro/08-settings-domains.DIgYSFN7_ZbugUF.webp)

| Status | What it means |
|---|---|
| **Pending** | Echo hasn't found all required records yet. You can't send from this domain yet. |
| **Verified** | All required records are in place, and you can send from this domain. |
| **Failed** | Verification didn't succeed: the domain wasn't verified within 72 hours, the DKIM check reported an error, or another account has already verified it. Check in the **DNS records** window which record is missing, fix it and click **Check now**. |

The **Domain alignment** column is about DMARC. **Aligned (DKIM)**: the DMARC record exists and the DKIM signature matches your domain, which is the best state. **Not aligned**: the DMARC record exists, but the signature doesn't match. **No DMARC record**: add the DMARC record.

> **Good to know**
>
> - Delete a domain with **Delete** in the three-dot menu at the end of its row. Campaigns can't be sent from it after that.

## How to set up a tracking domain

The links in your emails, the image that measures opens and the unsubscribe page use Echo's own tracking domain by default. If you want those links to show your own domain too, set up a tracking domain.

1. On the **Domains** page, scroll to the **Tracking domain** part.
2. In the **Tracking domain** field, enter a subdomain of one of your verified sending domains, for example links.example.com.
3. At your DNS provider, create a CNAME record for this subdomain. Where it must point is written in the text of the **Tracking domain** part.
4. Click **Save tracking domain**.
5. Once the CNAME record is live, click **Check now**.

> **Good to know**
>
> - **Remove tracking domain** takes you back to the default tracking domain. Links in emails already sent only keep working while your domain points here, so don't delete the CNAME record straight away.
> - Only a subdomain of a verified sending domain can be a tracking domain.

## How to set up link tracking

UTM tags tell Google Analytics that a visitor came from your email. Echo adds the tags to the links of every email that has Google Analytics on.

1. Click **Account settings**, then the **Link tracking** tab.
2. Tick **Google Analytics for new campaigns** and, if you want it, **Google Analytics for automation emails**.
3. Set **utm_source** (for example your shop's name) and **utm_medium** (for example email).
4. **utm_campaign** is always the campaign's name. A campaign can override it in its own details.
5. If you want, fill in **utm_term** and **utm_content**. You can use merge tags in them, for example `{$name}`.
6. Click **Save changes**.

![The Link tracking tab](https://docs.uptools.io/_astro/08-settings-link-tracking.CZKO_6sH_Z2iVgiK.webp)

> **Good to know**
>
> - While **Google Analytics for new campaigns** is on, **utm_source** and **utm_medium** are required.
> - Google Analytics' terms don't allow personal data. So don't put names or email addresses in **utm_term** and **utm_content**, only fields that don't identify anyone, such as the customer tier.
> - The two Google Analytics switches are the same as on the **Default settings** tab. Change them in either place and both follow.

## How to turn on double opt-in

With double opt-in, a new subscriber gets a confirmation email and only becomes active after clicking its button. This way you know the address exists and its owner really wants your emails.

1. Click **Subscribe settings** in the settings menu.
2. Tick **Double opt-in for API and integrations**.
3. In the **Confirmation email** part, set the email's **Subject**, **Sender name**, **Sender email**, **Heading**, **Message** and **Button text**. Empty fields use the default text.
4. In the **Thank-you page** part, you can enter your own page in **Redirect to this page after confirming**. Left empty, the built-in confirmation page shows.
5. Click **Save changes**.

![The Subscribe settings page](https://docs.uptools.io/_astro/08-settings-subscribe.CPUxgAkD_Z2d3jjR.webp)

Double opt-in applies to new subscribers who come in through the API, a form or an integration. Until they click, they're **Unconfirmed** and don't get campaigns.

**The Opt-in report**

At the bottom of the page, the **Opt-in report** shows how many confirmation emails went out (**Confirmation emails**), how many people confirmed (**Confirmed**), the **Confirmation rate**, and how many subscribers are waiting to confirm right now (**Unconfirmed now**). Pick the period with **7 days**, **30 days** and **90 days** at the top.

![The Opt-in report](https://docs.uptools.io/_astro/08-settings-optin-report.XadBz_04_jLheK.webp)

> **Good to know**
>
> - Subscribers you add by hand or import don't get a confirmation email. They're active right away.
> - If an existing address subscribes again, its status doesn't change and it gets no confirmation email.
> - The confirmation link works for 30 days. An address gets at most 3 confirmation emails per hour.
> - The sender email of the confirmation email must be on a verified sending domain, otherwise the page warns you.

## How to set up the unsubscribe page

When someone clicks the unsubscribe link at the bottom of an email, they land on the unsubscribe page and confirm there. The page uses the campaign's language.

1. Click **Unsubscribe settings** in the settings menu.
2. To learn why people unsubscribe, tick **Ask subscribers why they unsubscribe**.
3. In **Reasons offered**, give each reason in English and Hungarian. Reorder them with the arrows, take one out with **Remove**, and add one with **Add a reason**.
4. In the **Page texts** part, change the page's title, text, button and the text shown after unsubscribing in the **English page** and **Hungarian page** boxes. Empty fields use the default text.
5. Click **Save changes**.

![The Unsubscribe page part with the reasons offered](https://docs.uptools.io/_astro/08-settings-unsubscribe.BGG_w44m_Z1vHXSO.webp)

**Unsubscribe statistics**

At the bottom of the page, the **Statistics** card shows how many people unsubscribed in the chosen period and how many picked each reason. Set the period in the top right corner.

![The unsubscribe Statistics by reason](https://docs.uptools.io/_astro/08-settings-unsubscribe-stats.Cn-ZL0y3_Z1xyl0Q.webp)

> **Good to know**
>
> - You can offer up to 10 reasons.
> - A removed reason keeps its statistics, labelled **Deleted reason**.
> - The built-in unsubscribe button of mail apps that support one-click unsubscribe skips the page: the subscriber is unsubscribed at once and isn't asked for a reason.
> - The statistics only count subscribers who unsubscribed themselves. Unsubscribes made by your team or by an import aren't counted.

## How to turn on the preference center

The preference center is a page where subscribers choose which of your groups they belong to, for example the weekly newsletter but not the webinars. They can also unsubscribe from all emails there.

1. Click **Preference center** in the settings menu.
2. Tick **Let subscribers choose their groups**.
3. In **Groups subscribers can choose**, pick the groups to show on the page.
4. In the **Preference email** part, set the **Subject**, **Introduction** and **Button text** of the email that sends the preference center link, in the **English email** and **Hungarian email** boxes.
5. Click **Save changes**.

![The Preference center page with the groups subscribers can choose](https://docs.uptools.io/_astro/08-settings-preference-center.BHUdcDSx_Z28FfTT.webp)

The preference center link is in the footer of every email. You can also put it in the email text with the `{$preferences}` tag.

> **Good to know**
>
> - Up to 50 groups can be offered.
> - You send the preference email from a subscriber's profile or from a selection in the subscriber list, as described in the [Subscribers](https://docs.uptools.io/echo/user-guide/subscribers/) chapter.

## How to set up email notifications

Echo can also tell your team by email when something happens in the workspace.

1. Click **Email notifications** in the settings menu.
2. For each notification, tick or untick **Send this notification**.
3. In the **Recipients** list, choose who gets it. Left empty, every Administrator gets it.
4. For **New subscribers** and **Unsubscribes**, you can narrow it to some groups in the **Groups** list.
5. Click **Save changes**.

![The Email notifications page](https://docs.uptools.io/_astro/08-settings-notifications.Dgi9om0o_ZfLUOM.webp)

| Notification | When it goes out |
|---|---|
| **New subscribers** | Every hour, a summary of new subscribers. |
| **Unsubscribes** | Every hour, a summary of unsubscribes with the reasons given. |
| **Campaign sent** | When a campaign has been sent to all its recipients. |
| **Import finished** | When an import has finished or failed. The member who started the import always gets it. |
| **Daily summary** | Every day at 08:00 in the workspace's time zone, about the day before. |
| **Monthly activity** | On the 1st of every month at 08:00, about the month before. |

> **Good to know**
>
> - Only members with a confirmed email address get notifications. Members without one show **won't receive mail** next to their name in the **Recipients** list.
> - Members who can't see Campaigns don't get the **Campaign sent** email. Members who can't see Reports don't get the **Daily summary** and **Monthly activity** emails. Members who can't see Subscribers only get counts in the **New subscribers** and **Unsubscribes** emails.
> - Notifications also show in the bell in the top bar, as described in the [Getting started](https://docs.uptools.io/echo/user-guide/getting-started/) chapter.

## FAQ

**Why can't I send a campaign from my own address?**
Campaigns can only be sent from a verified domain. Open the **Domains** page, add the domain of your sender address and add the DNS records. Until its status is **Verified**, the campaign can't go out.

**I added the DNS records, but the domain is still Pending. What should I do?**
DNS changes can take up to 72 hours to spread. Echo checks the records by itself, but you can ask again at any time with **Check now** in the **DNS records** window. If a record stays **Not found yet** for long, check that you copied its name and value exactly, with the copy button.

**I changed my brand styles, but my old draft didn't change. Why?**
Brand styles apply to new emails. For existing drafts, open the **Default settings** tab, tick **Update existing drafts** and click **Save changes**.

**Why didn't someone I added by hand get a confirmation email?**
Double opt-in only applies to new subscribers coming in through the API, a form or an integration. Subscribers you add by hand or import are active right away, so only add people who agreed to get your emails.

**How do I find out why my readers unsubscribe?**
Turn on **Ask subscribers why they unsubscribe** on the **Unsubscribe settings** page. You see the results at the bottom of the same page, on the **Statistics** card, and the reasons per campaign in the campaign's report.